Founder Focus with Denise Logan

EPISODE ONE

Founder Focus with Denise Logan

Selling a business is often the largest single decision in a founder’s professional life, and Denise Logan has spent her career helping business owners understand and prepare for it.

As she’ll tell you, who you choose to join you on the journey matters more than you know. If you’ve been down the path of selling a business, or if you expect to in the future, you’ll enjoy our conversation with Denise.

HOST

Troy D. Templeton

Managing Partner
Trivest Partners LP

SPECIAL GUEST

Denise Logan

Keynote Speaker & Author
“The Seller’s Journey”

Want a free copy of The Seller’s Journey? Send us your address! First 100 get a book.

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“The Seller Whisperer”

Weaving together her background as a lawyer, mental health professional and business owner has enabled Denise Logan to deftly guide hundreds of business owners and their professional teams as they navigate the complex emotional journey of selling their business and letting go into their own version of what’s next.

VISIT DENISELOGAN.COM

PRESENTING PARTNEr

How is Trivest Different?

We Preserve Your Culture

It’s our job to elevate your business, not to change it. As opposed to parachuting in team members to dictate your day-to-day, Trivest serves as active board members that allow management teams the flexibility to operate. We offer private equity solutions that allow you to remain in the driver’s seat throughout our partnership, providing founder and family owned businesses with the capital needed to accelerate their growth.

We’re an Honest Partner

If you’re looking for a fair and honest partner in growth, then Trivest could be the right fit for your company. Our dedicated teams partner with you to grow your company, utilizing our financial capital and network of resources to build a stronger business with lasting value. As opposed to stripping your company of its identity, we join forces with founders to amplify their voice in the marketplace.

We Add Value

Our investments go well beyond capital to transform founder and family-owned businesses into profitable, long-standing companies. Here’s how we help:

Manage multiple existing shareholders
Streamline entry into new market verticals
Make introductions to grow your business
Infuse funds to grow teams & equipment

Year Founded

Investments

Fund Strategies

Focus

Dedicated Funds. Dedicated Teams.

Trivest Mid-Market Funds

The firm’s largest to date, Trivest Fund VI is a $630 million fund making control, or majority, investments in founder and family-owned businesses in the middle market. We help founders transition to their next phase of personal and professional growth with confidence and peace of mind.

Trivest Growth Investment Fund II

Following the success of TGIF I, a $225 million non-control fund, a follow-up TGIF II at $435 million closed at the end of 2019. TGIF invests in fast-growing businesses with founders looking to retain a majority stake in the company. Even with a minority stake, Trivest’s full resources are put into each investment.

Discovery Fund

Our new Discovery Fund gives Trivest unparalleled flexibility and a new avenue of growth for an underserved dimension of founders. Trivest Discovery Fund is a $235 million control fund that invests primarily in small, successful companies within fragmented industries that have enormous potential to scale.

We Eliminate Pain Points for Founders.

The Trivest Promise is one we take to heart. We work hard to eliminate the typical pain points in a transaction—the ones that give private equity a bad rap.

No Re-Trading

We’ll close at the price in the signed LOI

No Financing Contingencies

We can close All-Equity

No Escrows & Indemnifications

Seller protected with R&W Insurance

No Unfair Capital Structures

Senior-Only Financing (with ~50% Equity)

No Earnouts/Deferred Payments

100% Cash at Close; No Contingencies

No Required Founder Rollover

Reinvestment is the Founder’s Choice

The Proof

40+ Founders have invested their own capital in Trivest Funds

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How Do We create Value?

Trivest is a value-added partner with a disciplined approach that is efficient, flexible, and time-tested. With 40 years of experience investing in founder and family-owned businesses, companies benefit from the power of Trivest’s proprietary value creation methodology—the Path to 3x.

Category of One

What’s your unique statement of differentiation in the marketplace?

Topgrading

Do you have the right people in the right seats?

Performance Management

Where do you want to go, and how will you get there?

Organic Growth

Do you have a playbook for revenue growth and margin expansion?

Add-On Acquisitions

What would you buy to get there faster?

Value Creation Checklist

What are your roadblocks to becoming best-in-class?

EPISODE ONE